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Creating PM Rules

How to Create and Use PM Rules

  1. To Create a PM Rule, start from the Admin Dashboard on the left side of your screen. 
  2. Once there, click on the Assets tab in the top menu bar. 
  3. On this page, click the +ADD  add  button in the PM Rules section.
  4. A form will appear that will allow you to choose the Name, Project, Phase, Watchers, Tags, Additional Properties, as well as Attachments that will be attached to the PM rule.
  5. A recurrence time period can be set, as well as the performance window time.

 

Screen Shot 2022-01-25 at 4.19.31 PM